Relationship Manager (Retail banking)

Responsibilities

• Provide investment and insurance services to high net worth clients in branch
• Maintain close relationships with clients
• Cooperate with specialist to give advice to clients
• Meet the compliance requirement

Requirements

• Degree or above with major in Business Administration, Finance, or related disciplines
• Min 2 years of relevant experience in retail banking or related experience in investment and insurance selling
• IIQE 1,2,3 and HKSI 1,7,8 qualification (Before On Board)
• Good command in both Cantonese and English, Fluent Mandarin is preferred
• Candidate with less experience will be considered as Assistant Relationship Manager

Relationship Manager (Private Bank)

Responsibilities

• Provide excellent service to ultra high net worth clients;
• Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients;
• Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

Requirements

• Degree or above with major in Business Administration, Finance, or related disciplines
• Min 5 years of relevant experience in retail banking or related experience in investment and insurance selling
• Business plan (List of Potential Customers can Bring forward) is required

Team Head/Sales Leader (Retail Banking)

Responsibilities 

• Lead branch staff to implement sales and business development strategies for achieve branch business targets
• Lead and monitor the standards of service of branch staff to ensure professional customer services
• Enforce established operation procedure to mitigate operational risks and ensure strict sales compliance

Requirements: 

• Degree holder with thorough knowledge in Banking Product and Services
• At least 5 years Retail banking I & I Sales experience

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